The nordic way of wealth A mobile portfolio

Our investment philosophy starts with you – for a richer life.

Follow market developments, sign important papers and receive notification of important events in the portfolio directly on your mobile.


Formue in Capgemini’s World Wealth Report

Capgemini’s World Wealth Report (WWR) examines the global HNWI population and wealth growth dynamics, shifting digital-era expectations, asset allocation trends, and investor opinions about fees, hybrid advisory services, and existing offerings. Formue is featured in this year's edition with our hybrid offering developed to enhance client engagement.

Read the report

Annual Report 2020

2020 turned out to be a very different, but also an instructive year. Shutdowns and social distancing hit the world hard. At the same time, the development and use of new, innovative solutions accelerated. Digital meetings and webinars which used to be unusual for many, are now a natural part of everyday life for most people.

Read our Annual Report here

Scan Her Wealth

One third of the world's wealth today is controlled by women. The share is expected to increase significantly in the coming years. We have asked 400 wealthy Scandinavian women what they want to achieve with their capital, what is important when they invest, and what the wealth means to them.

Read the report here


From the very beginning we have had one clear guiding principle for all our activity: the client’s interest should always come first. This has shaped what we do and how we work. It has also contributed to defining the basic culture in our company. An independent viewpoint has always been key to our way of thinking. How can we fulfil the requirements for independence?

What does our independence mean for you?

Our services


Portfolio and investment

We help you build a robust, properly diversified portfolio to preserve your capital and achieve long-term growth.


Legal services

We have our own highly qualified staff to help you achieve an efficient tax situation and an optimal ownership structure of your assets, for you and the next generation.


Business services

Our business management unit is a leading provider of corporate secretarial and accounting services, specializing in the needs of investment companies.


Art and Philanthropy

Our dedicated art advisory area can bring you inspiration, insight and knowledge through art and philanthropy, whether for its own sake or as part of your portfolio.


A mobile portfolio

Follow market developments, sign important papers and receive notification of important events in the portfolio directly on your mobile.

Read more


Investment simulator

Align your investment portfolio with your risk profile and investment preferences


Expert input

Access the expert services dedicated to your unique wealth plan


Goals & priorities

Get a full overview over how your wealth plan enables you to achieve your goals


Wealth plan

Your personal wealth plan, always accessible in our app

Contact us

To help you in the best possible way, we need to know more about you and your goals.